CIM

CIM Investment Management Portfolio holdings

AUM $369M
1-Year Est. Return 22.35%
This Quarter Est. Return
1 Year Est. Return
+22.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
-$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.27M
3
+$982K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$707K
5
UNH icon
UnitedHealth
UNH
+$564K

Top Sells

1
+$1.44M
2
+$1.18M
3
+$918K
4
AMGN icon
Amgen
AMGN
+$723K
5
RHT
Red Hat Inc
RHT
+$677K

Sector Composition

1 Financials 11.86%
2 Technology 9.48%
3 Healthcare 8.83%
4 Industrials 8.49%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52.8M 22.92%
209,812
+14,889
2
$10.9M 4.71%
326,935
+10,745
3
$7.56M 3.28%
128,608
+12,031
4
$4.24M 1.84%
61,172
+6,027
5
$3.52M 1.53%
89,224
+9,056
6
$2.87M 1.24%
38,160
-1,460
7
$2.62M 1.14%
25,809
-5,704
8
$2.29M 1%
43,920
-1,740
9
$2.23M 0.97%
16,901
-394
10
$2.12M 0.92%
85,828
-3,348
11
$1.96M 0.85%
20,099
-889
12
$1.87M 0.81%
7,504
+2,265
13
$1.85M 0.8%
14,082
+9,690
14
$1.71M 0.74%
25,042
-1,094
15
$1.61M 0.7%
74,912
+13,155
16
$1.47M 0.64%
26,150
-2,037
17
$1.37M 0.59%
26,400
+9,880
18
$1.36M 0.59%
3,851
+1,483
19
$1.34M 0.58%
7,082
-77
20
$1.19M 0.52%
25,296
-1,031
21
$1.14M 0.5%
24,145
-3,402
22
$1.12M 0.49%
10,316
-443
23
$1.12M 0.49%
10,276
-455
24
$1.1M 0.48%
15,056
-168
25
$1.09M 0.47%
3,384
-117
1
2 3 4 5